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Mirae Asset Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹8782 Cr | ₹1670 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Oct 2014 | 17 Dec 2018 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | Nifty Equity Savings Index |
| Turn Over | 492.24% | 620% |
| Expense Ratio | 1.76 | 1.32 |
| Manager | Abhishek Bisen | Mahendra Kumar Jajoo |
| ISIN Code | INF174K01C78 | INF769K01EI5 |
| Exits Load | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Month | 0.73% | 1.2% |
| 6 Month | 5.47% | 5.01% |
| 1 Year | 7.44% | 7.69% |
| 3 Year | 11.9% | 11.47% |
| 5 Year | 11.49% | 11.79% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | 2.89% | 2.07% |
| 1 Year | 11.2% | 10.56% |
| 3 Year | 11.12% | 11.14% |
| 5 Year | 11.02% | 10.61% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Year | 8.4% | 10.79% |
| 3 Year | 9.01% | 11.06% |
| 5 Year | 8.82% | 12.06% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 5.05% | 5.43% |
| Sharp | 0.98% | 0.78% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Name | Abhishek Bisen | Mahendra Kumar Jajoo |
| Total AUM | ₹0 Cr | ₹8876 Cr |
| Funds Managed | 33 | 4 |
| Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 34.29 | 35.9 |
| Large Cap | 49.73 | 50.05 |
| Mid Cap | 8.67 | 7.18 |
| Small Cap | 7.31 | 6.87 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 32.89 | 33.76 |
| Communication Services | 9.91 | 2.19 |
| Energy | 3.22 | 3.9 |
| Technology | 3.35 | 4.27 |
| Consumer Cyclical | 11.93 | 8.88 |
| Healthcare | 0.9 | 5.55 |
| Consumer Defensive | 3.63 | 3.19 |
| Industrials | 4.02 | 6.02 |
| Basic Materials | 5.69 | 6.79 |
| Financial Services | 20.03 | 20.53 |
| Utilities | 4.1 | 3.79 |
| Real Estate | 0.33 | 1.12 |
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